Financial Services Professional (Entry Level)

Job Description

Financial Services Professional (Entry Level) |

The Tone:
This is an entry-level role at Company, located in the Dallas-Fort Worth area with hybrid options. The company is expanding its team to help individuals and families better understand strategies for retirement planning, protection planning, and wealth building. This role is crucial for motivating new talent into a high-demand industry, providing essential financial education and support to clients.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Dallas-Fort Worth area (Hybrid options)
• Mission: Help individuals and families better understand strategies around retirement planning, protection planning, and wealth building.

What You’ll Actually Do
• Client Education: Provide financial education and conduct client consultations.
• Strategy Implementation: Implement strategies related to retirement and protection planning.
• Relationship Management: Build and manage client relationships effectively.
• Professional Development: Develop personal financial skills and understanding.
• Leadership Growth: Engage in entrepreneurship and leadership development.

The Must-Haves
• Background: Early Career individuals interested in starting a career in financial services.
• Experience: No prior experience in finance is required; comprehensive training and mentorship are provided.
• Skills: Strong communication skills, motivation and goal-orientation, coachability and a willingness to learn, and an interest in helping others improve their financial future.
• Bonus: Experience in customer service, sales, retail, or a background as a military veteran, business/finance student, or career changer.